BUFF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.5% ·
Aktienfluss -0.2% ·
neue Nettopositionen +8.7%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 5.63M | $296.53M | +2 | −2 |
| Q1 2026 | 23 | +2 | 4.65M | $229.60M | +3 | −1 |
| Q4 2025 | 21 | 0 | 4.66M | $232.18M | +1 | −1 |
| Q3 2025 | 3 | — | 13.60K | $664,190 | — | — |
| Q4 2024 | 1 | 0 | 4.62K | $207,709 | — | — |
| Q3 2024 | 1 | 0 | 22.77K | $1.00M | — | — |
| Q2 2024 | 1 | — | 18.13K | $777,414 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.67M | +27.5% | $82.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.15M | +105.0% | $56.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 631.31K | +3.0% | $31.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 255.67K | -52.6% | $12.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 255.67K | -52.6% | $12.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 255.67K | -52.6% | $12.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 250.57K | +7.3% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 250.57K | +7.3% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 250.57K | +7.3% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 221.43K | +4.4% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 190.08K | +5.4% | $9.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 88.50K | -17.8% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 60.39K | -92.4% | $2.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 21.00K | -51.6% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 20.59K | +6.5% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 20.43K | +25.3% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 20.21K | Neu | $998,378 | 0.0% | New | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 16.97K | +69.0% | $838,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 16.97K | +69.0% | $838,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 16.83K | Neu | $831,570 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 7.24K | -27.7% | $357,481 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Empower Advisory Group, LLC | 4.41K | 0.0% | $218,046 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.44K | -2.9% | $70,031 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cwm, Llc | 346 | 0.0% | $17,096 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 295 | 0.0% | $14,576 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 164 | Neu | $7,997 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 88 | +1660.0% | $4,345 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 0 | -100.0% | $20 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Creative Planning | $998,378 | 0.0% |
| Citadel Advisors | $831,570 | 0.0% |
| Jones Financial Companies Lllp | $7,997 | 0.0% |
Ausgestiegen
| UBS Group AG | $17,451 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 150 Inhaber, 11.57M Anteile, $543.53M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.